Jeri Frank

Jeri Frank is the Co-founder and CEO of STRATAFOLIO, a leading software platform that integrates seamlessly with QuickBooks to simplify the complex world of commercial real estate management. A recognized thought leader, Jeri contributes regularly to the Forbes Business Council and has shared her expertise through IREM and CCIM podcasts and webinars. STRATAFOLIO has earned top industry recognition, including being named a top platform by CREtech, selected for the National Association of Realtors REACH program, and listed by Houlihan Lokey as a top property management system for several consecutive years. STRATAFOLIO consistently earns 5-star reviews from platform users for its unique ability to reduce manual activities by 80%. You can find links to many resources and guides on their website.
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QuickBooks Accounting Real Estate pro

Introduction to Real Estate Accounting - What You Need to Know

Commercial real estate accounting has its own rhythm. The good news is that QuickBooks can handle they day-to-day aspects when it is structured...

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Aug 18
Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future

Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future

August 18, 2026 · 2:00 PM ET

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Aug 19
QBTalks: A Look at Popular Point-of-Sale Systems

QBTalks: A Look at Popular Point-of-Sale Systems

August 19, 2026 · 2:00 PM ET

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Aug 20
TPN Tax Talks August: Tax Tech Stack and AI

TPN Tax Talks August: Tax Tech Stack and AI

August 20, 2026 · 12:00 PM ET

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Aug 20
Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions

Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions

August 20, 2026 · 2:15 PM ET

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AI Talks: MCP Explained: How to Make Your Tools Work Together

AI Talks: MCP Explained: How to Make Your Tools Work Together

August 20, 2026 · 3:30 PM ET

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Aug 24
AI Deep Dive: The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing

AI Deep Dive: The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing

August 24, 2026 · 2:00 PM ET

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IA Marketing Talks: The 4-Question Fix for Closing Better Clients

IA Marketing Talks: The 4-Question Fix for Closing Better Clients

August 25, 2026 · 2:00 PM ET

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Aug 27
Figured: From Compliance to Advisory: Building an Ag Accounting Practice

Figured: From Compliance to Advisory: Building an Ag Accounting Practice

August 27, 2026 · 12:00 PM ET

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Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Suite Success: Running Your Entire Firm with Intuit Accountant Suite

August 28, 2026 · 12:00 PM ET

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